REQUEST FOR PROPOSALS ONE-STOP OPERATOR WORKFORCE SERVICES

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1 REQUEST FOR PROPOSALS RFP # BW ONE-STOP OPERATOR WORKFORCE SERVICES Brevard Workforce Development Board Inc. 297 Barnes Blvd. Rockledge, FL Pre-bid Conference: April 9, 2012 Proposals due: April 30, 2012 Page 1 of 49

2 Request for Proposals For One-Stop Operator Workforce Services March 30, PURPOSE Brevard Workforce Development Board, Inc. hereinafter referred to as the Board or BW is soliciting proposals from qualified organizations to manage the day-to-day operations of multiple One-Stop Career Centers in Brevard County, Florida and deliver a broad range of federally mandated one-stop workforce services to employers and job seeking customers in the region in accordance with the federal Workforce Investment Act (WIA) and the Florida Workforce Innovation Act, as amended. Respondents shall have direct experience with, and extensive knowledge of, the federal workforce investment system, the services and programs associated with it and employ a team who can promptly respond to BW needs. The ability to provide quality services, flexibility, and timely response to BW requirements is of paramount importance to the Board. All public or private not-for-profit corporations, organizations or agencies, or private forprofit corporations and businesses, not otherwise excluded; and properly organized in accordance with applicable state, local and federal law, may submit a proposal. Qualified Respondents will have been in business for at least five (5) years with a minimum of three (3) years business/corporate experience within the last five (5) years in operational management of one-stop career center(s) and providing related business engagement, case management, and job placement services. Individuals are not eligible to apply. It is the intent of the Board to award a single contract for the services identified in this solicitation. In accordance with sections , , and , Florida Statutes, foreign corporations, foreign limited liability companies, and foreign limited partnerships must be authorized to do business in the State of Florida. Any organization awarded a contract as the result of this solicitation will be required to be authorized and licensed to conduct business in the state of Florida prior to contract execution. Minority and women-owned and operated businesses are encouraged to submit a proposal. No entity may compete for funds if: (1) the entity has been debarred or suspended or otherwise determined to be ineligible to receive federal funds by an action of any governmental organization; (2) the entity's previous contract(s) with BW have been terminated for cause; (3) the entity has not complied with an official order to repay disallowed costs incurred during its conduct of services under any contract; (4) the entity or its parent organization have filed for bankruptcy during the past 5 years; (5) the entity has been convicted of a public entity crime pursuant to (1)(a) Florida Statutes, or Page 2 of 49

3 (6) the entity developed or drafted work requirements, or statements of work for this RFP. All proposals shall be reviewed for a perceived conflict of interest. This RFP does not commit or obligate BW to award a contract, to commit any funds identified in this RFP document, to pay any costs incurred in the preparation or presentation of a proposal to this RFP, to pay for any costs incurred in advance of the execution of a contract, or to procure or contract for services or supplies. 2. CONTRACT TYPE AND AMOUNT Any contract awarded under this RFP is subject to available funding. The Board contemplates awarding a cost reimbursement, performance based incentive fee contract. BW does not guarantee any minimum or maximum amount of work and/or dollar value associated with this procurement. However, the Board does not anticipate the necessity of committing funding in excess of $2,800,000 per year for the services awarded under this RFP. Additional funding of up to $2,200,000 may be committed for aerospace services if the U.S. Department of Labor extends the Board s National Emergency Grant through June, This amount is provided as a planning figure only, and does not commit BW to award a contract for this amount. The specific method of payment for services to be rendered shall be as set forth in the negotiated contract and will be contingent upon demonstration that the negotiated performance deliverables have been successfully accomplished to BWDB s satisfaction, and submittal of an invoice with supporting documentation. The primary funding sources are the US Department of Labor-Employment and Training Administration (USDOL-ETA) for all WIA-related services; the US Department of Health and Human Services (HHS) for Welfare Transition and Temporary Assistance for Needy Families (TANF) services; and the US Department of Agriculture for Supplemental Nutrition Assistance Program (SNAP [formerly FSET]), although other sources of funding may come available throughout the contract period. Funding during the initial contract period, or any option period, may be adjusted at the sole and absolute discretion of BW. Due to the nature of the funding sources, potential changes in legislation, policies, and performance achieved, Respondents are advised that any contract awarded under this RFP may be modified to incorporate such changes. Certain workforce services are integrated in to the framework of the one-stop delivery system and are provided through partner agencies under other funding resources. Staff and funding for these services is provided by the partners on a full time basis and come under the functional supervision of the Contractor. The Contractor will be responsible for ensuring a seamless delivery of services. The stated funding level above does not include costs for: employment services funded under the Wagner-Peyser (WP) Act, including services to Claimants, Veterans and Migrant and Seasonal Farm Workers; workforce activities authorized under Title 38 USC, Chapter 42 including dedicated job counseling, training and placement for veterans; Page 3 of 49

4 outreach and referral services for the Job Corps program under Subtitle C of the Workforce Investment Act; employment and training services under the Senior Community Service Employment Program (SCSEP), Early Learning Coalition (ELC) childcare services, or Work First Plus/underTANF services WIA WT SNAP NEG *** Staffing Resources by Fund Source WP * Vet * Job Corps ** SCSEP ** Work First ** GED ** *State DEO Employees Pass thru funding to BW **Partner - Direct funding to Provider *** Limited term employment ( if funding is provided) 3. PERIOD OF PERFORMANCE The duration of the contract to be awarded as a result of this RFP shall be for an initial one year period provided performance remains acceptable to BW during that period. Time will be of the essence for performance of services under the contract. Any contract awarded as a result of this RFP will provide that BW shall have the option to extend the term of the Contract. The duration of the contract, including the exercise of any options will not exceed 5 years. BW anticipates the following periods of performance, provided contractor performance remains acceptable to the Board. Initial Contract and Option Periods Fiscal Contract Period Year From: To: Initial FY 2013 July 1, 2012 June 30, 2013 Option 1 FY 2014 July 1, 2013 June 30, 2014 Option 2 FY 2015 July 1, 2014 June 30, 2015 Option 3 FY 2016 July 1, 2015 June 30, 2016 Option 4 FY 2017 July 1, 2016 June 30, 2017 The offer of an option renewal period is not guaranteed, and the award of the initial contract does not imply an exercise of the option renewal. The option to renew and the terms and conditions of the option to renew shall be exercised at the sole and absolute discretion of the Board. ELC ** Page 4 of 49

5 4. BACKGROUND BW is designated as the administrative entity and grant recipient for federal workforce investment programs in Brevard County, Florida. An essential element of the organization s operating criteria is to respond to a demand driven economy based on local employer needs and equipping job seekers with the skills and knowledge to meet the current and future occupational needs of the regions businesses. The primary objective is to provide a high quality, integrated workforce services program using a Business to Jobs (B2J) model of operation that is responsive to the needs of employers and residents of Brevard County via three (3) fixed site Brevard Workforce One-Stop Career Centers (BWCC) currently located in Palm Bay, Rockledge and Titusville, Florida and one (1) Mobile Career Center (MCC) that travels throughout Brevard County. The BWCC s are full-service locations for the integrated employment and career development system coordinated and structured by BW. The BWCC s have two primary customers: employers and job seekers. Each career center provides employers a full range of services including, but not limited to, labor market information, job order listings, job matching and placements, rapid response, recruiting events, and training and education for the current workforce. The BWCC s also provide job seekers with training and employment opportunities using an integrated case management system for the delivery of workforce services to Welfare Transition (WT), Workforce Investment Act (WIA), Supplemental Nutrition Assistance Program (SNAP) a.k.a. FSET or Food Stamp program, Trade Adjustment Act, (TAA), Wagner Peyser (WP), Veteran, and Reemployment and Eligibility Assessment (REA) customers. Previous models of service delivery were based on silo-driven programs determined by funding that the BW narrowed to Targeted, Youth and Core Services. Contractor staff maintained expertise within the narrow program parameters and services followed traditional teachings in that the job-seeker was the primary customer and training and placement was based on job seeker needs. In 2010 the Board structured a new model of service delivery that focused on business and industry as the primary customer under the premise that job seekers are the human capital necessary to meet business needs. The employer centered approach focuses on increasing customer access to all services while ensuring efficient and unduplicated use of resources. Now labeled Business to Jobs (B2J), the model creates greater efficiencies and streamlines processes. A B2J team of workforce professionals consisting of Board and Contractor management and frontline staff provides monitoring of the processes and data necessary to make adjustments for continuous improvement of the B2J model. The B2J model differs from traditional service delivery in that frontline customer services are no longer defined by programs such as Wagner Peyser, Youth, Welfare Transition, Page 5 of 49

6 etc. Instead, The B2J model reflects community clusters of business categories driven by employer and industry needs such as manufacturing, transportation, healthcare, professional and aerospace, etc. These communities are selected based on Labor Market Information, Key Industry Information, Targeted Occupations List and business data information provided by Employ Florida Marketplace (EFM). Staff with industry-specific based knowledge are assigned to the communities and are available for employers and job seekers alike. The physical design for the B2J model includes several areas designed to replace the single resource room configuration. The career centers are physically divided into business community clusters driven by local industry needs and utilize architectural features to maximize services to both employers and job seekers. The centralized design is based on a no wrong door approach that assures all employer and job seeker customers access to information on all services. Kiosk stations utilizing an Express Card System (VOSSCAN) are installed that allow the job seeker to scan their Express Cards at the point of entry so that customers are quickly identified and are matched with an appropriate opportunity and/or resource. Initial intake of job seeking customers has been re-designed to identify services that may be of benefit to them and to ensure that jobseekers can conduct self-directed searches. Integrated case management functions are provided by staff for all customers. For programs which provide funding to enhance services or provide priority of service to target customer populations (e.g. Veterans, etc.), staff continues to confine service to the eligible customer and provides a full array of services to them. Job search computers and work carrels are located at the center of each business community for easy job seeker access. The staff work areas are integrated in to these same areas for greater visibility and to encourage good customer /staff interactions. Since implementing the model in 2010, The Board has noted an increase in business use of the career centers and improved services for job seekers because the B2J model creates a far superior connection to business than previous models and best serves job seekers for all one-stop services. The Board is firmly committed to ensuring that the Brevard Workforce Career Centers provide universal services equitably to all the various groups of employer and job seeker customers. The BWCC s must have solid, effective methods for serving a wide range of diverse groups. A primary measure of success for the Contractor will be meeting and/or exceeding the performance measures set forth in the Contract. With respect to the day-today BWCC operations and management, the Contractor will be responsible for the functional integration of all workforce investment activities of the BWCC s and MCC to ensure that they meet the needs of employers and jobseekers by enhancing communication, coordination, collaboration and engagement of customers. For any contract awarded as a result of this RFP, the Contractor shall supply all personnel, labor, materials, and supplies necessary in performance of the contract. The Contractor will be responsible and accountable for effectively and efficiently managing and delivering the Page 6 of 49

7 services and activities below while providing excellent customer service, and achieving the contracted performance measures and deliverables established by the BW. Successful Respondents will understand the human resource needs of business and the training and employment needs of the full range of BWCC jobseekers. Respondents should demonstrate substantial experience in assessing employer needs against labor market assets as well as workforce development and placement services. Proposals should describe Respondents : capacity to expertly manage staff and operations; ability to represent Brevard Workforce to the community as knowledgeable human resource professionals; understanding of how to deliver high quality, customer-oriented service; ability to work as a part of a team to satisfy our customers and ability to ensure our system delivers the service promised to customers The following table illustrates the most current number of employers and job seekers that have been served by our BWCC s and is to be used for planning purposes only. Actual year over year service levels may be higher or lower depending on the local economy, changes in legislation and/or funding, etc. Career Center 07/01/2010 6/30/ /01/ /31/2011 Employers Served Titusville Rockledge Palm Bay Jobseekers Served Titusville 10, Rockledge 24, Palm Bay 30, The following statements of work shall apply to any contract awarded as a result of this RFP. 5. GENERAL 5.1. With respect for overall operations and management of the BWCC s the Contractor will be required to provide services and activities in accordance with, and as subscribed and authorized by WIA (Public Law No , ( Workforce Investment Act ), related state and federal laws, regulations, policy, guidance, communiqués and memoranda, as well as BW policy. Page 7 of 49

8 Develop and maintain a universally accessible system using standard business software for all BWCC related procedures, forms and policies that is available to all BWCC and BW staff The Contractor will ensure that services are broadly available to customers beyond traditional hours of operation during times that will meet the needs of the majority of customers. At a minimum, BWCC s must be open from 8 a.m. 5 p.m., Monday through Friday with each center remaining open until 7 p.m. a minimum of one night per week. Saturday hours must be available if special conditions warrant as instructed by BW. In addition, the General Contractor must ensure that arrangements are made to keep service delivery available throughout the holiday seasons with limited closings for major holidays In some cases, and in particular during national emergencies, BW may receive National Emergency Grant (NEG) funding to address rapid employment needs in our area when an emergency or major disaster, such as a hurricane, has occurred. The purpose of the funding is to create temporary jobs to provide clean-up, restoration and humanitarian assistance to designated communities. The Contractor may be requested to provide services outside the stated scope of services and hours. These services will be identified and agreed upon following identification of BW requirements and will be considered a reimbursable expense The Contractor will be required to meet or exceed all performance requirements as indicated by BW. Periodically there are changes to the performance requirements and these changes must also be met As requested by BW, work collaboratively with Board staff, partners, community members and others to provide the resources necessary to support other funding opportunities; assist with the preparation of reports and other documentation as requested; and provide quotations or project costs as required The Board s revenues, which it uses to fund contracts and operations, are federal and state funds, subject to the requirements for use of public money. We expect contractors to understand and use applicable federal Office of Management and Budget (OMB) cost and administrative circulars, and applicable federal and state laws and regulations in budgeting and expending the public funds in their BW contracts. Contractors must maintain cost allocation plans that properly allocate costs between management/administrative functions and operations, as well as among the various service modules funded by BW. Contractors cost allocation plans must meet BW requirements and will be reviewed by Board staff. We will ask contractors to develop their allocation plans when negotiating a contract budget As required by BW, the Contractor will attend both regularly scheduled and impromptu meetings, either in person or via teleconference, to review overall performance, and to address issues to ensure that the needs of employers and job seekers are met and duplication of services is minimized or eliminated. The Page 8 of 49

9 Contractor will be expected to provide timely response and action as course corrections dictate Upon contract award, the Contractor shall designate a knowledgeable primary point of contact who shall have optimum management and operations authority and be available to the Board during normal BWCC business hours (M-F 8-5 with one day until 7pm) with the ability to provide live assistance during those times. During peak performance periods, or emergencies, the Contractor primary contact and/or staff may be required to be available beyond these parameters. Contact information shall be made available to BW for after-hours assistance The Contractor is responsible for the control of all BWCC assigned property. A Property Account Custodian shall also be designated to account for all acquired and BW tagged property assigned to the BWCC s and verify property is maintained and controlled. All property is to be used for the sole purpose of the delivery of workforce services Notify BW immediately when property is acquired, lost, missing, destroyed, relocated or sent for maintenance or repair. Ensure theft of property is reported to proper authorities immediately The Military Family Employment Advocacy (MFEA) program provides advocates lthrough Florida's One-Stop Career Centers for regions where military bases and communities are located. Patrick Air Force Base is located within the BW region. Persons eligible for assistance through this program include spouses and dependents of active-duty military personnel, activated Florida National Guard members, and activated military reservists The Contractor will designate a Military Family Employment Advocate who will serve as a designated advocate for the employment of military spouses and families and through coordination with the Department of Defense (DOD) Family Support/ Service Centers and Transition Assistance Programs (TAP), identify military spouses and families for workforce services Services include, but are not limited to, registration,, assessment, counseling, job referrals, job development referrals, job search and placement assistance, resume assistance, labor market information, employability skills workshops, job clubs, career planning and counseling, case management, assessment and testing Services, interviewing skills training, referral to educational and training programs BW staff plans and directs all external marketing, outreach and system communications. Contractor involvement in these efforts is at BW direction. Internal communications, fliers, etc. are produced by the Contractor and must be in compliance with BW guidelines and policy. Page 9 of 49

10 5.12. The contractor will be required to maintain accurate auditable records, including, but not limited to, records, timesheets, activity logs, invoices, or other expense records, which are the basis of charges for any fees, expenses or other charges to BW under the contract. State regulations require that all records attributable to the contract must be maintained for a minimum period of 5 fiscal years after all applicable audits have been released Any work product developed by the Contractor in performance of this contract will require review and approval by BW and shall be the sole property of BW. BW shall have the right to copyright or otherwise protect its rights in, and ownership of, the work product Create and implement a continuous improvement model using Key Performance Indicators (KPI) to quantify and evaluate organizational success. Evaluations should be expressed and delineated in a monthly report provided to BW. Employers and job seekers can expect that the BWCC s are well managed and operated Assist BW in the evaluation of BWCC access points to ensure that customer needs are being met by using measures to indicate what kind of traffic to expect at each of the sites and initiate appropriate action as needed, or directed by BW, to improve services Appoint a Safety Officer at each BWCC site to conduct safety reviews of the facility. The Mobile unit will be inspected by designated staff prior to each deployment to ensure compliance with applicable safety measures Develop systems to provide user-friendly ad hoc reporting capability and ensure that such systems produce all information needed to manage the daily operations of the BWCC s. This information includes, but is not limited to, performance measures, unduplicated customer and transaction counts, training enrollments by location and vendor, etc Contractor shall serve any specific industry or population the BW identifies and targets as special priority Contractor shall not at any time or in any manner, either directly or indirectly, disclose, publish or otherwise reveal information obtained by the Contractor in performance of the contract to any other party without the prior approval of BW Assist employers and job seekers with responsive and knowledgeable staff through a user-friendly, quality driven, service delivery system. Adequate staff will be assigned to facilitate customers through the identification, access, and use of services In accordance with State policy, minimum skills standards for front-line staff (all those employees providing direct customer service) includes Page 10 of 49

11 communication skills training, basic computer software skills (e.g. Word, Excel, Outlook) training, specific programmatic training and attainment of Florida Workforce Professional Tier 1 Certification (Dynamic Works Institute (DWI); NOTE: The vendor and certification is subject to change pending FL Department of Economic Opportunity (DEO) modifications to source selection Newly hired front line staff must attain the Tier I certification within six months of their hire date. For this purpose, front line staff is defined as any individual who works primarily with customers, either employers or participants Subsequent to the attainment of the initial certification, staff must complete in the second year and thereafter, 15 hours of continuing education credits per year in order to remain certified. New staff who complete their Tier 1 Certification have a one-year period after the completion date to accumulate their credits. The Contractor will identify staff that will be assigned to system-wide training and who will be expected to train or coordinate the training of new and existing staff to include, but not limited to, competency based training across programmatic funding lines, organizational productivity, and customer service The Contractor will support and maintain a strengths based approach to management of its employees The Contractor is required to utilize the US Dep. Of Homeland Security s E-Verify system ( )to verify employment eligibility of all persons employed during the contract term by the Contractor to perform employment duties within Florida; and all persons assigned by the Contractor to perform work under the terms of the contract The Contractor shall, at its sole expense, maintain the following insurance. A certificate of insurance satisfactory to BW and evidencing the coverage must be presented to BW prior to commencement of services and updated upon exercise of any option to extend the contract. All policies of insurance referenced herein will be primary and will include BW as an additional insured party with the exception of Workers Compensation. All policies will include provisions that the insurers waive the rights of recovery or subrogation against BW. BW shall be exempt from, and in no way liable for, any sum of money which may represent a deductible in any of the aforementioned insurance policies. The payment of such deductible shall be the sole responsibility of the Contractor Liability Insurance: A standard liability insurance policy in the single limit amount of $1,000,000 per occurrence and $2,000,000 as an aggregate Page 11 of 49

12 amount. General liability insurance in an amount not less than $100,000 per person and $200,000 per occurrence Worker s Compensation: Workers' Compensation or similar insurance which provides coverage to all staff in at least the minimum statutory limits required by the state of Florida Bonding: A company-wide blanket Employee Fidelity Bond intended to cover every officer, director, agent, subcontractor, or employee authorized to receive or deposit funds under the contract, or issue financial documents, checks, or other instruments of payment of program costs. This bond shall be in the amount of $100,000 or the highest planned single payment by the BW during the contract period, whichever is more The Contractor shall ensure employers and job seekers are made aware of and can access services in a timely manner Employers and job seekers will learn about the services, understand the services available to them, and be directed to services immediately upon entering the centers or within 48 business hours of the initial request for service contact The Contractor shall ensure employers and job seekers are given access to the services they need to successfully achieve their business or career goals Employers and job seekers will receive the most appropriate services along a continuum of services to meet their established short-term and long-term goals Employers and job seekers will receive quality services in a facility that is easily accessible, accommodating to all special needs customers, professional, and inviting. Successful outcomes will be meeting or exceeding Contractor Career Center Standards criteria The Contractor will report to and be overseen by BW. The Contractor must openly and immediately communicate to BW any challenges or problems faced by the Contractor in the operation and management of the BWCC that will adversely affect the BWCC s performance of this contract, or the effectiveness of BW meeting State and Federal requirements. 6. EMPLOYER SERVICES Brevard Workforce recognizes employers as the economic driver of the region. The Contractor will assist area employers to find workforce solutions for a variety of human resource needs, ranging from gathering information for job postings and referring candidates to employers current job openings to facilitating and participating in industry- Page 12 of 49

13 wide projects to address critical skill shortages. Contractor staff is assisted by Board Staff Business Liaisons through the BW Industry Relations Division. BWCC Contractor staff manage business accounts and provide basic services to any employer in the region while BW Business Liaisons provide more intensive services to employers in the region s key industries. BW Business Liaisons represent Brevard Workforce to regional employers and have the responsibility for communicating employers needs to Contractor career center staff. The BW Business Liaisons establish regular communications with BWCC Contractor staff to transmit real-time information on employers current needs for workers, labor market trends, and feedback from employers on the services received from the BWCC. The cooperative flow of information between BW Business Liaisons and Contractor staff is vital to the BW mission. Services also include, but are not limited to, the following 6.1. Contractor staff respond to employers demands for skilled workers and are responsible for meeting the expectations of area employers by providing high quality candidate referrals, labor market information and suggesting solutions to employers hiring needs Employer customers will view the BWCC as a business resource. The business customer will be offered a broad range of services that address the needs of the business community The Contractor will develop effective linkages with employers that lead to resource alignment and training efforts to address the immediate and long term skilled workforce needs of in-demand industries and to address critical skill gaps within and across industries. Successful outcomes for employer customers will be a sufficient number of quality job applicant referrals for each job order and sustained employer use of BWCC services The success of employer services will be measured, in part, on customer service survey results and the following objective criteria: Percentage of registered businesses that have been provided a service Percentage of businesses receiving a recruitment or new hire service Percentage of job openings posted by employers who have received a job order service Percentage of businesses who have received services and returned for more services Percentage of staff referrals in which the job seeker became employed Page 13 of 49

14 6.4. Data enter job posting information from businesses in to the statewide employment database Employ Florida Marketplace (EFM) and help employers who prefer to enter data directly Screen and recruit candidates for openings identified by BW Business Liaisons or requested directly from area employers Respond to employers requests including providing salary information, offering program options for employed worker or on-the job-training, providing interview space, etc Provide Rapid Response services to employers and workers who have or will be dislocated from their jobs due to a business or plant closure, a major employer downsizing, or natural disasters Provide continual, timely, business engagement to market BWCC services to businesses that have not used, or discontinued using, BWCC services Work with employers in facilitating and participating in special projects such as conducting job fairs, business education on an array of workforce issues, etc Conduct follow-up to assure customer satisfaction 7. JOBSEEKER SERVICES The contractor shall ensure job seeking customers receive services consistently, and in a coordinated way. Customers will be served through an integrated, seamless process related to the various services/functions offered in order to reduce duplication of resources, minimize number of contacts, and streamline processes. The Contractor shall provide case management, career assessment and counseling; place applicants into jobs; provide financial aid for education and supportive services; and keep accurate, upto-date, complete records of the services and financial aid provided to customers. The following table illustrates the most current number of cases by funding stream that are being served by our BWCC s and is to be used for planning purposes only WIA Adult ARRA Caseload by Program WIA WIA Welfare Dislocated Youth Transition SNAP REA NEG Aerospace Total Successful outcomes for job seeking customers will be quality referrals, placement, and retention in training programs and employment. Contractor services include, but are not limited to: Page 14 of 49

15 7.1. Conduct standardized, regularly scheduled, orientations at all BWCC s to inform jobseekers of the array of services offered and include overviews of the processes and procedures customers can expect as well as program specific requirements. The use of videos or self-paced online presentations is encouraged to help facilitate these orientations as a means to ensure a consistent message and quality delivery at each BWCC as required by customer flow and responsive to customer demand. All videos and presentations require BW approval prior to release Specialize in assisting the long-term unemployed, individuals with special barriers to employment; individuals who are currently employed and seek to enhance or change their present positions; first time entrants into the labor market; and workers who have been dislocated due to company closings or reductions Demonstrate American Disabilities Act (ADA) (42 U.S.C., et seq.) compliance and conduct all activities in accordance with the ADA and Section 504 of the Rehabilitation Act of 1975, as amended, which prohibits discrimination against qualified individuals with disabilities. The ADA prohibits discrimination by public and private entities on the basis of disability in employment, public accommodations, transportation, State and local government services, and in telecommunications The Contractor will designate a Disability Services Coordinator (DSC) for each Career Center location who shall become familiar with all facets of serving the disabled population; act as a liaison with the BW Disability Program Navigator and/or Equal Opportunity Officer (EEO); and research, identify, and report in writing to BW any ADA compliance discrepancies for all customers at each Career Center location. DSC s shall be identified at each Career Center by name with a placard prominently displayed in the front entrance reception area of each BWCC. DSC s are required to successfully complete training / certification as a Community Work Incentive Coordinator (CWIC) through Virginia Commonwealth University (VCU) within 365 days of assignment as a DSC Using Career Center resources and staff, serve as an Employment Network (EN) for the Ticket to Work and Self-Sufficiency Program in accordance with Social Security Administration requirements. Accept, assign and produce milestone outcomes for job seeker tickets in accordance with goals established by BW Refer customers who experience domestic violence, substance abuse, or mental health issues to specialized services. Ensure that at least one staff member at each BWCC site will have specialized skills to recommend assistance to victims of domestic violence Refer Customers with learning disabilities to partnering agencies for specialized assessments and services in addition to those services provided at BWCC. Page 15 of 49

16 7.7. The Contractor will be responsible for the case management of customers and will be responsible for all decisions related to each case including, monitoring of job search activities, arranging additional assessment and testing, and referring customers for supportive and other services as appropriate Provide integrated case management functions by all staff for all customers. The only exceptions would be programs such as Youth Services where dedicated staffing specialists serve youth aged and Veteran Services, where Disabled Veteran Outreach Specialists and Local Veteran Employment Representatives, per federal law, can only see certain customers. However, all services for these customers are provided, including case management Training Services - Section 134(d)(4)(D) and WIA Regulations are defined as services designed to equip individuals to enter the workplace and retain employment. A measure of success is the placement and retention of the customer in to a training related job The Contractor is required to facilitate access to Training Services including, but not limited to, the following: Occupational skills training, including training in non-traditional jobs. On-the-Job training Programs that combine workplace training with related instruction Training programs operated by the private sector Skills upgrading and retraining, including incumbent or employed worker training Entrepreneurial training Job readiness training Adult education and literacy activities in combination with services described above Customized training A Scholarship Unit (SU) is represented by Contractor and BW staff and serves as a catalyst for providing financial aid for training and supportive services to eligible customers (e.g. WIA and WT). BW currently allocates an average of $1,200,000 per annum to Scholarship Unit funding. The Contractor will provide oversight and be responsible for convening the SU and will manage a variety of customer training requests and Individual Training Accounts (ITA s) to include, but not limited to the following: Submit scholarship applications on a timely basis for training fund approval and closing accounts upon completion. Page 16 of 49

17 Supply accurate and complete customer information in to the SU s decision-making process Provide accurate and objective assessment information, comprehensive, fully developed career plans, customer s financial attributes, and comprehensive case management insights concerning the customer Ensure that skills training is market driven with priority given to high wage/high demand occupations on the Regional Targeted Occupation List (TOL) and identified by BW. 8. WELFARE TRANSITION AND SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) The Welfare Transition Program is Florida's plan for providing eligible families with services that will assist them in becoming self-sufficient. Services include Job Search, Preparation, and Placement; Education and Training; Case Management and Counseling; Subsidized Child Care; Transportation Assistance and Relocation Assistance. Families who receive temporary cash assistance are automatically eligible for services. Public Law created the Temporary Assistance to Needy Families (TANF) block grant. This legislation changed the nation s welfare system from the receipt of cash assistance as an entitlement to one that requires work in exchange for time-limited assistance. The Florida Workforce Innovation Act of 2000 implemented TANF under the Florida Welfare Transition Program which enables welfare recipients to move from welfare to work by emphasizing work, self-sufficiency and personal responsibility. Florida recipients of temporary cash assistance must register for work and participate in assigned work activities. Florida has an integrated workforce system designed to engage job seekers, including food stamp recipients, in activities geared towards helping individuals gain skills, gain employability, and connect them to employment opportunities BWCC Contractor staff provides temporary cash assistance, job skills training, GED training, work experience programs, child care and transportation assistance to low-income families with children. The Contractor provides services to: Individuals receiving TANF that are subject to the Welfare Transition work requirements who have been referred by the Department of Children and Families (DCF). Former TANF recipients who are eligible for transitional benefits Individuals who are eligible for TANF but are not on TANF Non-custodial parents of the children of Welfare Transition program customers. Page 17 of 49

18 8.2. Additional services associated with Teen pregnancy prevention and assistance for teen parents is also provided to eligible youth customers The Contractor will be required to consistently monitor and track Welfare Transition customers progress for the purpose of determining non-compliance with the Welfare Transition Program s participation requirements. While front line staffing specialists provide WT assessment and case management, dedicated, full time, Internal Compliance Specialists are responsible for reviewing case files for completeness, and monitoring and tracking the WT customers compliance. Compliance is tracked from the first date of expected participation through completion of all planned activities, including employment retention. Noncompliance requires the Contractor to make any recommendations to the DCF on sanctioning in accordance with State guidelines Florida s Supplemental Nutrition Assistance Program (SNAP) became a voluntary program effective July 1, 2009 and is an integrated part of the workforce system established in Florida Statutes Chapter 445. The Contractor is responsible for engaging food stamp recipients at the local level through the BWCC s The Department of Children and Families (DCF) determines food stamp recipients eligibility for benefits. Florida Statutes, Chapters 414 and 445, gave the DCF the authority to refer food stamp recipients to BWCC s who meet eligibility requirements for SNAP employment and training (E&T) services The Contractor will also be responsible for recruitment of eligible SNAP participants for workforce services. Current Florida caseload standards require a minimum SNAP caseload of 50 per funded position. The contractor will maintain a caseload allowing for full utilization of available funding The Contractor will be required to offer employment services to SNAP recipients who: Respond to an outreach letter issued by DCF, Request workforce services as a result of: Formal or informal referral from community partners; Internet Information; Word of mouth information regarding program; and, Regional outreach by the BW The Contractor will ensure program components are meaningful and enhance the employability of individual food stamp recipients and will engage SNAP recipients in one or more of the following components: Job search; Page 18 of 49

19 9. YOUTH SERVICES Job search training; Vocational training; Education; WIA activities (including TAA activities); Self-initiated work experience; Work experience; and Employment Retention Services (ERS) SNAP recipients engaged in the Temporary Assistance for Needy Families (TANF) work program or the Welfare Transition (WT) program are not eligible to participate in the SNAP E&T program. Youth services provide a coordinated, integrated service strategy for in-school and out-ofschool youth facing serious barriers to future employment. The Youth Services strategy is designed to be the one-stop contact for all youth services offered through the BWCC s. Designated Contractor staff provides youth services including a dedicated Youth Recruiter who is responsible for the recruitment of youth into the NextGen program. The Youth Recruiter also represents Brevard Workforce to regional organizations frequented by potential youth participants and has the responsibility for ensuring they understand the youth program and sees the value in them. The Youth Recruiter interviews potential youth participants, conducts eligibility, intake, performs data entry in to EFM and provides realtime communication to BW staff on recruitment and outreach strategies. This cooperative flow of information between the BW and Contractor staff is vital to the BW mission. It is not the intent of BW to fund classroom size programs or service offerings "in-full" (such as a new program for nurses) but to support the Contractor s ability to incorporate participants into existing program and service offerings. The Contractor will be required to manage and provide resources and designated staff for youth services to include, but not be limited to, work readiness training, basic skills attainment, vocational training and case management in accordance with WIA Part Services provided will be creative, flexible, effective, age and culturally- appropriate for youth populations in a manner that educates youth about BWCC workforce services and the benefits these services provide for youth. Additional services include, but are not limited to, the following: 9.1. Collaborate with organizations to ensure an effective, streamlined youth referral/eligibility process is maintained to serve the most at-risk youth populations including youth who are out of school, aging out of foster care, offenders or at-risk of offending, or who have a disability. Current partner organizations can be found on our website: Facilitate a work readiness training program with out-of-school, unemployed youth customers. Page 19 of 49

20 9.3. Facilitate Digital Literacy Certification or equivalent training with youth customers as appropriate Provide activities that encourage responsibility, employability, and other positive social behaviors in accordance with WIA and The Contractor will develop and provide BW a youth services customer flow chart that outlines a menu of point to point services and potential outcomes for inschool and out-of-school youth during the first 6 months of the initial contract period. The chart will be updated every 6 months thereafter Serve a negotiated number of youth during each program year including carryovers. Currently the Contractor is required to serve a minimum of 200 youth Carryover youth must be actively participating in one or more of the following activities with the appropriate activity open in EFM: An approved education program with expected attainment of a state recognized education credential within the new program year. An approved occupational skills training program with expected attainment of an industry recognized credential within the new program year. Employability Skills Training with expected completion within the new program year Expend a minimum of 70% WIA Youth funds on out-of-school youth and a maximum of 30% on in-school youth In-school youth served must meet one or more of the following documented criteria: youth with a disability; youth aging out of foster care; youth offender; TANF-eligible youth. 10. SOLICITATION PROVISIONS INCORPORATED BY REFERENCE This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. The full text of the solicitation provision may be accessed electronically at the following addresses. This address list is not inclusive and it remains the responsibility of each Respondent to research the related laws and regulations of prevailing legislation. United States Code (USC): Code of Federal Regulations (CFR): Page 20 of 49

21 Federal Register (FR): RFP BW Florida Statutes (FS): =1&Tab=statutes&CFID= &CFTOKEN= State Workforce Board Guidance, Policy, Memoranda, Communiques, Monitoring Tools, etc. (Department of Economic Opportunity [DEO]): Executive Orders (EO): Office of Management and Budget (OMB): Federal Information Processing Standards (FIPS): 29 CFR Part 95, Uniform Administrative Requirements for Grants and Cooperative Agreements with Institutions of Higher Education, Hospitals, Other Non-Profit and with Commercial Organizations, Foreign Governments, Organizations under the Jurisdiction of Foreign Governments, and International Organizations. Effect of Judgment Lien on Eligibility for Federal Grants, Loans or Programs (28USC 3201(e)) New Restrictions on Lobbying (31 USC 1352) Subpart C of 2 CFR Part 1326, "Governmentwide Debarment and Suspension (Nonprocurement)." EO and 12689, Debarment and Suspension 5 USC App.3 1 et seq (as amended) Inspector General Act of 1978 Drug-Free Workplace Act of 1988 (Public Law , Title V, Sec. 5153, as amended by Public Law , Div. A, Title VIII, Sec. 809, as codified at 41 U.S.C. 702) Program Fraud Civil Remedies Act (31 U.S.C ), False statements (18 U.S.C. 287 and '1001), False Claims Act (31 U.S.C et seq.) 37 CFR Part 401, Rights to Inventions Made by Nonprofit Organizations and Small business Firms Under Government Grants, Contracts and Cooperative Agreements Clean Air Act (42 U.S.C et seq.) Clean Water Act (33 U.S.C et seq.) 40 CFR part 15 Environmental Protection Agency regulations Page 21 of 49

22 PL Energy Policy and Conservation Act, Energy Efficiency: The Contractor shall comply with mandatory standards and policies relating to energy efficiency which are contained in the State of Florida s Energy Conservation Plan issued in compliance with the Act E.O , Equal Employment Opportunity, as amended by E.O , Amending Executive Order Relating to Equal Employment Opportunity, and as supplemented by regulations at 41 CFR part 60, Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor. OMB Circular A-133, Audits of Institutions of Higher Education and Other Non-Profit Institutions Audits of State and Local Governments as supplemented. OMB Circular A-110, Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher Education, Hospitals, and other Non-Profit Organizations 29 CFR, Part 37 Implementation of the Nondiscrimination and Equal Opportunity Provisions of the Workforce Investment Act of CFR, Part 96 Audit Requirements for Grants, Contracts and Other Agreements 45 CFR 98, Temporary Assistance for Needy Families Program (TANF), 45 CFR parts Title VI of the Civil Rights Act of 1964 as amended, 42 U.S.C. 2000d et seq 29 U.S.C. 794, Section 504 of the Rehabilitation Act of 1973 as amended 20 U.S.C et. seq Title IX of the Education Amendments of 1972 as amended 42 U.S.C. 6101, et seq. The Age Discrimination Act of 1975 as amended, Section 654 of the Omnibus Budget Reconciliation Act of 1981 as amended, 42 U.S.C.9849, which prohibits discrimination on the basis of race, creed, color, national origin, sex, handicap, political affiliation or beliefs. 29 U.S.C, 30, Workforce Investment Systems, and Public Law No Workforce Investment Act of 1998, as amended 42 USC, 126 and 47 USC, 5, and Public Law American with Disabilities Act of 1990, as amended. Florida Department of Economic Opportunity/Workforce Florida, Inc. - Regional Workforce Board Guidance, Policy, Memoranda, Communiques, and Monitoring Tools, as amended 11. PROPOSAL SCHEDULE Page 22 of 49

23 The following schedule represents BW s best estimate of the schedule that shall be followed. Unless otherwise specified, the time of day shall be from 8am to 5pm Eastern Daylight Savings Time (EDST). BW reserves the right, at its sole discretion, to adjust this schedule as it deems necessary. Any schedule changes will be noted on the BW website at RFP issued March 30, 2012 Pre-bid conference Interested bidders may attend the conference at BW either in Barnes Blvd. Rockledge, FL or phone-in to All attendees will be asked to identify themselves and the organization they are representing. Questions/Clarifications from prospective bidders. Must be in writing to address below or ed to: sbriles@brevardworkforce.com Or faxed to: Sandi Briles at Responses to questions posted on Notice of Intent to Propose due to BW Proposals due to BW April 9, p.m. EDST Questions will be accepted until 2pm (EDST) April 11, 2012.Submittals past this period will not be responded to. April 13, 2012 April 16, 2012 no later than 2pm (EDST April 30, 2012 no later than 2pm (EDST) Anticipated date of Notice of Intent to June 4, 2012 Award posted on Anticipated negotiation and contract June 11-15, 2012 finalized Commencement of effort July 1, 2012 Proposals, Notices and Questions are to be submitted to: Sandi Briles, Contracts Officer BREVARD WORKFORCE BOARD 297 Barnes Blvd. Rockledge, FL ATTN: RFP BW Page 23 of 49

24 Fax: Respondents to this solicitation or persons acting on their behalf may not contact, between the release of the solicitation and the end of the 72-hour period following BW posting the notice of intent to award on the BW website (excluding Saturdays, Sundays, and holidays) any BW employee, officer, or member of the board of directors concerning any aspect of this solicitation, except in writing to the BW Contracts Officer noted above. Violation of this provision may be grounds for rejecting a proposal. BW will post all notices and addenda relative to this procurement on the Brevard Workforce Website Interested parties are responsible for monitoring this site for new or changing information relative to this procurement. Electronic Posting of Notice of Intent to Award. Based on the evaluation, on the date indicated on the Schedule, BW shall electronically post a notice of intended award at If the notice of award is delayed, in lieu of posting the notice of intended award BW shall post a notice of the delay and a revised date for posting the notice of intended award. BW shall not provide notices of award by any other means. An Addendum Acknowledgment Form will be included with each addendum and shall be signed by an authorized company representative, dated, and returned with the proposal. Attendance at the pre-bid conference is encouraged, but not mandatory. All Proposers planning to submit a proposal are required to submit a Letter of Intent to Bid to the Contracts Officer stating this intent by the date and time specified in the Proposal Schedule above. Failure to do so will result in rejection of the Respondent s proposal. Submittal of a Letter of Intent does not obligate the Respondent to submit a proposal. The letter may be ed, mailed, faxed or hand delivered as noted above. 12. PROPOSAL SUBMISSION To be considered responsive, one original hard copy proposal clearly marked Original, and 8 copies marked Copy plus one digital (CD or thumb drive) version of the proposal clearly marked with the Respondents business name and the RFP Number, must be received at the BW administration offices no later than the due date and time shown in the Proposal Schedule above. Faxed or ed proposals will not be accepted Given the predominance of Microsoft Office in the market, BW relies on Microsoft Office (2007) to conduct day-to-day operations. Respondents are required to submit their proposals using software that is completely compatible with Microsoft Office Compatibility means BW staff will NOT have to go through extra steps to view documents. Page 24 of 49

25 12.3. All proposals received will be recorded in with the date and time of receipt. Proposals delivered after the deadline will not be accepted The timely delivery of a proposal is entirely the responsibility of the Respondent. Proposals postmarked on or before the proposal due date, but delivered after the due date or time, will be considered non-responsive. Proposals hand delivered after the due date or time will be considered non-responsive All documents requiring a signature shall be signed in blue ink by a duly authorized individual or official of an organization. The proposal shall also provide the following information: name, title, address, and telephone number of individual(s) with authority to negotiate and contractually bind the organization, and the name of the person who may be contacted during the period of proposal evaluation if different from the signatory official. Respondents are required to fill out and sign the Cover Page provided as Attachment A Acceptable proposals shall, at a minimum, meet the specifications contained in this RFP. Respondents are responsible for determining all factors necessary for the preparation of informative, responsive proposals. Proposals should demonstrate methods, strategies and expertise to accomplish the tasks identified in the Scope of Work. The contents of the proposals should be clear, concise, easy to understand and not exceed the indicated maximum limitations noted for each required submittal. Unnecessarily elaborate brochures or other presentations beyond that sufficient to present a complete and effective proposal are not desired. Elaborate artwork, expensive paper, and bindings are neither necessary, nor wanted. It is generally preferred that written material be singlespaced, except where there is a reason for double spacing. An outline form using major headings is preferred. Legibility, clarity, and completeness are essential Respondents should submit a single proposal, no longer in length in as prescribed in the Proposal Preparation section below. No more than one bid will be accepted from any one organization, whether in the form of a sole bid or as part of a collaborative. Inclusion of an organization in more than one bid is a basis for disqualification from consideration. Funding is not available to allow for training of an inexperienced bidder Respondents must address safeguards and provide assurances the services provided under the Contract will be operated as a separate entity from the Respondent s core organization and that all referrals are customer-appropriate and not biased towards its own programs or those of any parent or affiliated organization BW will award contracts based on what is in the best interests of BW. The contract will be awarded based on offers received considering price, value, Page 25 of 49

26 quality of the proposal and negotiation of such contract with the successful Respondent. The assessment of experience and qualifications will take into account such factors as understanding of the services needed; demonstrated skills, experience and ability to deliver high quality services on time and within budget. The assessment of price will take into account that rates are reasonable in relation to the services provided; detailed; and that assumptions by the Respondent regarding calculation of fees are relevant Proposals must be presented in the same order as set forth in Proposal Format below and contain all information requested in the individual areas of service being proposed Giving incomplete or erroneous information or withholding important information could result in disqualification or, later, contract termination Time is of the essence with respect to performance of the services and products to be provided in the final agreements The Representations and Certifications are required to be signed by the Respondent, using blue ink, notarized, and submitted with the proposal. 13. PROPOSAL PREPARATION All Bidders should be cognizant that the Board is committed to the delivery of services within the context of WIA principles. Proposals should address each of the points listed below to demonstrate that the Respondent has the experience, expertise and ability to operate a one-stop career service center Experience, Financial Capacity and Past Performance : Limit 15 pages 1. Provide an organization chart that shows graphically how your organization operates. A. Provide a list of the key staff for your organization. Identify the principals and leadership and briefly describe their responsibilities, experience and length of service with your organization. Which principals, if any, would be assigned to work on the BW contract? Who controls the management of your organization? B. If not included in the above, attach brief job descriptions and resumes for proposed key staff who would assume responsibility for the day-to-day operation and management of the BWCC s. 2. Describe how your organizational structure supports the B2J business model. Page 26 of 49

27 3. Complete the Past Performance Table, Attachment B. [excluded from 15 page count but does have limitations noted on form ] Describe past and current activities or programs managing federally-funded workforce development programs similar to those requested in this RFP that demonstrate your capability to serve as a one-stop operator. Briefly describe what workforce development services you now provide to employers and job seekers. Include specific data on outcomes achieved to demonstrate your ability to meet contractual performance standards for WIA services or comparable programs. 4. Describe your organization s financial and administrative experience and capabilities. Include in that description the organization s experience in managing and accounting for multiple federal, state and local funding sources in accordance with General Accepted Accounting Principles (GAAP) and conducting self-monitoring for contract performance and compliance. A. Describe how the organization will financially support the costs of doing business until an invoice can be submitted and paid by BW. Note that the time lag between disbursement and reimbursement can take up to 60 days and under some circumstances monthly disbursements can average $350,000. B. Include a brief description of your financial stability and any comments you wish to make about your credit rating, your payment policies and any recognition you may have received from accrediting or other bodies for organization or financial excellence. C. Include a copy of your organization s most recent audit and audited financial statements.(excluded from the page count limit) 5. Describe the financial and administrative capacity of your organization to account for funds, property, and other resources. Note that minimum requirements include the ability to segregate and track costs by funding streams and/or program, and provide monthly and cumulative cost data. It should also be noted that grant periods of performance are not standardized and may result in varying start and ending dates for programs during the term of a contract. Data is required in Microsoft Excel format. 6. Briefly describe why the organization is seeking award of this RFP and what it has to offer that is unique and should be considered in the selection process Services Delivery/Operations: Limit 15 pages Page 27 of 49

28 BW is committed to the delivery of services within the context of the WIA principles: streamlining services through a One-Stop service delivery system; empowering individuals through information and access to training services; providing universal access to employment related services; increasing accountability (i.e. improving job seekers employment retention and earning, improving the quality of the workforce, sustaining economic growth, enhancing productivity, and reducing welfare dependency); and improving youth programs by linking them more closely to local labor market needs and community youth programs and services, and ensuring strong connections between academic and occupational learning. It is the objective of the BW to place the maximum amount of resources at points in the system where customers are directly served. Specific questions Respondents should address regarding these services and B2J program strategy are indicated below. 1. How would you leverage all the system resources to best help Brevard County employers meet their human resource needs and individuals build careers? Include in your plan new innovations and strategies that have been found to increase the likelihood of success for both businesses and individuals and how you plan on using those strategies within the BWCC s. How would you know that they are getting what they want and need from the BWCC s? 2. You notice a drop in the number of job postings and find that performance on the market share measure is also falling. What might these 2 indicators tell you and what actions will you take to bring these numbers up? Where does management concentrate its efforts if the BWCC s are meeting all of the performance measures? 3. How will you assure that front line staff has sufficient skills and knowledge to recognize and offer the services that will help each employer and job seeker reach their employment goals? In your answer list some of the particular skills and/or knowledge you expect from staff. Provide information on the plan for continuous learning among staff. 4. Describe service delivery quality improvement policies and procedures used by your organization. Be specific in describing the methods used to collect information on services and how the organization responds to areas needing improvement. Provide examples of recent transformations or innovations introduced into the organization to promote quality. a. Continuous Quality Improvement. Other than staff training, describe the quantitative and qualitative tools that the organization will use to determine quality of performance in services and programs and reduce findings and observations. Include methods and plans to routinely test and improve services, programs and meet monitoring standards to maximize their Page 28 of 49

29 quality and outcomes. List specific instances where you have used these tools and provide their outcomes. Current State of Florida monitoring review tools can be found at It should be noted that these criteria are subject to periodic change based on State priorities and policy. 5. Describe what best practices you will employ that will directly impact efficiency, streamlining of services, and performance measures. 6. A key component to Rapid Response is assisting with the re-employment of laid-off workers as rapidly as possible. Describe your plans, strategies and employee transition services to deliver Rapid Response services. Include specifically what you plan to offer businesses, and discuss your organization s ability to provide workshops to employees of a company that has requested these services. 7. What specific transition plan(s) will you employ to ensure that customer services are not interrupted and that performance measures are continuously met during this time? Detail the action steps, strategies and timelines with specific dates for transitioning the services requested under this RFP. What criteria will be used to determine which incumbent BWCC staff will remain? 8. What do you think Brevard County employers want and need from us? 9. Describe any future innovations that you envision implementing should you be awarded a contract under this RFP. Describe how these innovations match BW priorities, industry sectors, jobseekers and methods of service delivery. Describe how innovations would improve the effectiveness of workforce services in light of high unemployment and the large number of jobseekers requesting assistance through the public one-stop system during recent years Management and Staffing: Limit 15 pages 1. Provide a management/staffing plan for each BWCC location and brief job descriptions for each staff position. Explain how the staffing plan is organized to emphasize customer-centered service delivery using the B2J model. Job Descriptions for the current operation are in the Resources Section of this RFP. A. Provide a description of the basic approach to the management of the contract as it relates to the coordination and implementation of the components of the scope of work above. The inclusion of an organizational process flow chart is recommended. B. Describe the experience, training, certification, and expertise that will be required of staff and the organization s methods of upgrading the skills of its own workforce. Page 29 of 49

30 C. Submit a detailed organization chart of the proposed operation. Direct service staff can have no more than two levels of supervision or management between their position and that of the BW. Indicate how many people by what job title, will be assigned to each task at each geographic location. D. Identify your current corporate culture and provide a brief explanation. Describe how this supports a strengths based management approach to aligning employees with their jobs. 2. Submit a staff ratio chart depicting: the direct service to management and support staff (e.g. staff trainers, QA staff, Assistants, etc.) ratio the estimated direct service staff to customer traffic ratio the estimated direct service staff to caseload ratio. (Note: Only the SNAP program has a minimum caseload ratio of 50 cases per funded position) 3. Describe if there is room for growth in the number of customers that could be served, and the number of cases that could be managed and if there is cost effectiveness with no loss in service quality if the number of customers/cases is increased. 4. Describe your human resources practices concerning background checks, drug screening, staff probationary periods, and the criteria of performance evaluations. Discuss how these practices will be applied to new hires as well as incumbent personnel Budget In preparing the budget, Respondents should take into consideration that BW will directly pay for facility costs (rent, utilities, phones, etc), equipment (copiers, desks, chairs, tables, etc), information technology (data lines, network development and maintenance, hardware, software, technical support, etc), customer training (tuition, books, uniforms, OJT employer reimbursements, customized training costs), and all support services for customers (such as child care, transportation, car repair, etc.). BW will also directly pay for BW approved job related employee training fees (not including travel, lodging or per diem which will be reimbursed in accordance with state policy) and the staff training budget will be established each program year by BW. Therefore, respondents should not include costs for such expenses in the budget submitted with the proposal. BW does not provide systems or services to contract staff for the purpose of: asset management, time and attendance tracking; staff scheduling, payroll processing; miscellaneous financial accounting and general ledger activities, or Internal purchasing of items such as office supplies. Page 30 of 49

31 Cost proposals should clearly identify reasonable fees and other compensation directly related to services requested in this RFP. A detailed line item budget must be submitted using the format of the budget forms provided as Attachment C which can be found in the Resources section of this RFP. Fillable Excel budget forms are provided as a separate attachment on our website Provide a narrative explanation for each line item in the budget. [Limit 5 pages] The budget narrative is a representation of the overall fiscal capability of an organization. It must detail each item within every category for which funding is requested. The budget description must include how the project s proposed budget supports the stated objectives and activities along with how funds are allocated to minimize administrative costs and support direct services to customers. The budget narrative should follow in the same order as the line items in the line item budget. The narrative should describe the following: 1. Justify each proposed expense in terms of it being necessary, allowable and reasonable. Show the method of computation (e.g., insurance = salary x 2.35%). 2. Give details of the organization's cost allocation method if one is used (e.g., prorating the cost of supplies based on the number of staff, or the cost of salaries based on percentage of time spent on this contract). Provide a copy of your cost allocation plan [CAP] if one is currently used. [CAP not included in page limitation] 3. Identify any in-kind resources/support beyond what is requested in the budget. Include each committed or proposed source of funding and the amount of that funding. 4. State what contingency plans are in place to repay BW in the event that there are any disallowed costs as a result of an audit or monitoring review. 5. If funded, what percentage of the organization s total budget will this contract represent? 6. What strategies will be used to ensure level expenditures throughout the program year? The following definitions are applicable to budget line items: Personnel Costs: Staff salaries and associated fringe benefits that are necessary for direct service delivery. Personnel expenses do not include subcontracted professional services or staffing (these costs should be allocated to the direct operational expenses category). While staff performing some administrative Page 31 of 49

32 functions is allowable, positions that are fiscal, managerial or administrative in nature should be allocated to the Corporate Costs category. Direct Operational Expenses: Program costs that are necessary to run the program, including general consumable materials and supplies, travel insurance, and other related direct costs. Professional services purchased from vendors (as opposed to subcontractors) are included in this category. BW establishes an annual budget for costs related to small equipment purchases (e.g. calculators, ear phones, recorders, etc). Purchases will be reviewed for cost effectiveness, allowability and reasonableness. Corporate Costs: This line item is capped at 8%. These costs are defined as costs of operations related, required, and incurred for official business in coordination of those functions under WIA. Some examples include accounting, financial, procurement and purchasing, payroll, personnel management, and general legal services. This may include an indirect cost rate; however, if used this rate should include audit, payroll and other costs of program support such as general costs that cannot be directly identified as a cost to any specific program, but are equitably allocated to all the programs that the organization operates and therefore should not also be listed in the Direct Operating Expense category. Profit/Income: This line item is capped at 7%.In determining a fair and reasonable proposed profit, BW consideration will be given to the complexity of the work to be performed, the risk borne by the contractor, the contractor s investment, the quality of its record of past performance and, industry profit rates in surrounding geographical areas for similar work. It should be noted that any contract awarded as a result of this RFP will include a demonstrated performance holdback. Budgeted Corporate Costs and Profit will be withheld by BW until measurable performance outcomes are achieved and documented. Corporate Costs: Payment of withheld Corporate Costs will be available for the Contractor to earn on a quarterly basis and will be based on a performance measurement model containing the following elements: 1. Contractor meeting or exceeding the minimum percentages set on 8 out of the 10 Performance Standards established by BW. (Current standards are located in the Resource section of this RFP). 2. Contractor obtaining an overall system score of 80% or higher on the Career Center Standards. (Current standards are located in the Resource section of this RFP). 3. Contractor maintaining at or below the negotiated minimum number of findings, repetitive findings and/or observations on the annual Contractor-related items of State Monitoring Page 32 of 49

33 Report, and no unresolved findings regarding BWCC operations and customers. The following table illustrates the recent history of number of findings/observations/issues and is to be used for planning purposes only.. HISTORY RWB 13 DEO Quality Assurance Report Report Date May 10, 2010 March 23, 2011 Jan 23, 2012 Findings Observations Systemic Issues Total * ** * Of the 12 Findings 5 WT, 3 SNAP, 1 WIA Geriatric, 3 WP ** Of the 16 Findings - 4 WT, 1 SNAP, 2 ARRA A/DW, 1 WIA Youth, 3WIA ARRA, 2 TAA, 3 WP Findings - are instances where noncompliance with requirements contained in federal or State law, regulation, administrative code, guidance or other document is found and are considered to be issues that are of greater risk and/or may materially impact program operations. Findings are reported regardless of the percentage of applicable participant case files found to be in noncompliance and are expected to be responded to in the Corrective Action Plan (CAP). Systemic issues - are elements found within program operations that are within acceptable tolerances but may eventually lead to a finding or other reporting/performance deficiency if not immediately corrected. Although systemic issues are elements of noncompliance with applicable authoritative guidance, they are only reported if found in at least 20 percent (acceptable tolerance level) of the participant case files reviewed. Recurring systemic issues noted in this report are expected to be responded to in the CAP. Observations - are informative statements or constructive comments made to identify processes that, when improved, can help the RWB improve service delivery and result in positive program outcomes. Observations are also made to recognize and promote positive program practices and processes in the Region. Observations are not expected to be responded to in the CAP. Profit/Income: Page 33 of 49

34 Payment of withheld Profit/Income will be available for the Contractor to earn on a quarterly basis and will be based on a performance measurement model based on the following elements: 1. Contractor achieving State ranking between 1 thru 13 on 50% of BW selected Quarterly Monthly Management (MMR) Watch measures. (March 31, June 30, September 30 and December 31) Current MMR results are located in the Resources section of this RFP. 2. Contractor meeting or exceeding the negotiated number of accelerated performance standards established by BW. Current accelerated standards are included within the Performance Standards document located in the Resources section of this RFP. 14. PROPOSAL FORMAT All proposals must be assembled according to the following outline, should be numbered and must be in compliance with page limitations noted above. A. ATTACHMENT A Cover Sheet B. EXPERIENCE, FINANCIAL CAPACITY AND PAST PERFORMANCE - Narrative for experience and financial capacity, and ATTACHMENT B for past performance C. SERVICES DELIVERY/OPERATIONS Narrative D. BUDJET Follow format of budget template ATTACHMENT C. Provide two (2) copies of your cost allocation plan [CAP] if one is used. It is only necessary to include the CAP with the original and on the digital version. E. REPRESENTATIONS AND CERTIFICATIONS Only necessary to include with the original and on the digital version. F. Copy of most recent audit and financial statement(s) Provide two (2) copies each. Only necessary to include with the original and on the digital version. Print all narratives on 8 1/2 x 11" plain white paper with margins of 1" on each side. All narratives must be printed in 12-point font size and must be printed on one side only. 15. PROPOSAL EVALUATION All proposals will be evaluated using a weighted scoring criteria based on the following 1. a. Experience 15 points b. Financial Capacity 10 points c. Past Performance 5 points 2. Operations 30 points Page 34 of 49

35 3. Management and Staffing 25 points 4. Budget 15 points 16. CONDITIONS AND LIMITATIONS OF THIS RFP The following conditions are applicable to all proposals: This RFP does not commit or obligate BW to award a contract, to commit any funds identified in this RFP document, to pay any costs incurred in the preparation or presentation of a proposal to this RFP, to pay for any costs incurred in advance of the execution of a contract, or to procure or contract for services or supplies. BW reserves the right, at its sole and absolute discretion, to withdraw this RFP solicitation without prior notice, to accept or reject any and all proposals in whole or in part, to change or waive any informalities or irregularities in the proposals received to request additional information, clarifications, an interview with; or presentation from any or all Respondents; to allow corrections for errors or omissions, and to accept any proposal that is deemed most favorable to BW at the time and under the conditions stipulated in the specifications of this request. Non-conforming proposals may be considered non-responsive and are subject to return without review. BW reserves the right to negotiate the final terms of all contracts, change any terms and conditions set forth in this RFP; or require amendments at any time during the contract period. Any contract, modifications of contract, or contract extensions executed as a result of this RFP are subject to available funding. BW reserves the right to end contract negotiations if acceptable progress, as determined by BW, is not being made within a reasonable time frame. Pursuant to Florida Statute and in accordance with Workforce Florida Inc. (WFI) Policy To Implement 2010 Appropriations Act Proviso And 2010 Appropriations Implementing Bill Concerning Regional Workforce Board Contracting, all contracts between Brevard Workforce and a BW board member or other person or entity who, as defined in the Statute, may benefit financially from a contract must be approved by a two-thirds vote of the of the board, a quorum having been established. Further, any of these contracts greater than $25,000 cannot be executed prior to the written approval of Workforce Florida Inc. BW reserves the right to retain all proposals submitted and to use any ideas in a proposal regardless of whether that proposal is selected. Submission of a proposal Page 35 of 49

36 indicates acceptance by the individual or firm of the conditions contained in this RFP, unless clearly and specifically noted in the proposal submitted and confirmed in the contract between BW and the individual or firm(s) selected. BW may require the selected Respondents to submit price, technical, or other revisions of their proposals in writing which may result from negotiations. BW reserves the right to conduct a pre-award review that may include, but is not limited to, the Respondent's record keeping procedures, management systems, accounting and administrative systems, and program materials. 17. APPEAL PROCEDURE FOR PROCUREMENT ACTIONS In accordance with applicable regulations, Respondents/Bidders/Offerors who are not selected for award of a BW procurement action have the right to appeal. The following steps must be taken for organizations to appeal funding decisions: A. Submit a letter within 3 business days from the date of the notification of intent to award contract to the President of the Brevard Workforce Development Board, Inc. stating that an appeal to the contract award is being filed and the specific reasons for that appeal based on any of the criteria below: i. Clear and substantial error or misstated facts by the rating team upon which the decision was made by the BW Board of Directors. ii. Unfair competition or conflict of interest in decision making process. iii. Any illegal or improper act or violation of law. iv. Other legal basis on grounds that may substantially alter the BW Board s decision. The BW President will review the appeal and respond within 10 business days from receipt of the letter from the Bidder/Offeror/Respondent. B. In the event the BW President s response is not satisfactory to the Bidder, an appeal to the BW Executive Committee may be requested. The request must be addressed in writing via certified mail within 15 days from receipt of response from the BW President to: Chair, BW Executive Committee Brevard Workforce Development Board, Inc. 297 Barnes Blvd. Rockledge, FL The appeal will be scheduled to be heard at a time set by the BW Chair after consultation with counsel, but within 30 days of receipt of the appeal. Decisions by the BW Executive Committee are final. Page 36 of 49

37 An appeal will not prevent the BW from conducting contract negotiations and implementation of tasks with the prevailing proposals if it is in the best interests of the organization to do so. FAILURE TO FILE A PROTEST WITHIN THREE (3) BUSINESS DAYS FROM THE DATE OF NOTIFICATION OF INTENT TO AWARD THE CONTRACT SHALL CONSTITUTE A WAIVER OF THE BIDDER S RIGHT TO APPEAL Page 37 of 49

38 REPRESENTATIONS AND CERTIFICATIONS Page 38 of 49

39 REPRESENTATIONS and CERTIFICATIONS THESE REPRESENTATIONS AND CERTIFICATIONS MUST BE SIGNED AND SWORN TO BY AN AUTHORIZED REPRESENTATIVE OF THE RESPONDENT IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. Where the respondent is not able to certify to any of the following representations and certifications, the respondent shall submit with its proposal a written explanation of why it cannot do so. Representations and certifications provided by vendors are submitted to Brevard Workforce Development Board, Inc. (Brevard Workforce) in response to a specific solicitation. In submitting a proposal, each respondent understands, represents and acknowledges the following: Company Name: DUNS: Certification Validity Date: By submitting this certification, I,, am attesting (Authorized Representative Name) to the accuracy of the representations and certifications contained herein. I understand that I may be subject to penalties if I misrepresent (Respondent/Company Name) in any of the representations or certifications to Brevard Workforce. By submission of this proposal I certify that following statements are true and correct: 1. The respondent is not currently under suspension or debarment by the State or any other governmental authority. 2. To the best of the knowledge of the person signing the response, the respondent, its affiliates, subsidiaries, directors, officers, and employees are not currently under investigation by any governmental authority and have not in the last ten (10) years been convicted or found liable for any act prohibited by law in any jurisdiction, involving conspiracy or collusion with respect to bidding on any public contract. 3. Respondent currently has no delinquent obligations to the State or U.S. Government including a claim by the State or U.S. Government or for liquidated damages under any other contract. 4. The submission is made in good faith and not pursuant to any agreement or discussion with, or inducement from, any firm or person to submit a complementary or other noncompetitive response. Page 39 of 49

40 5. The prices and amounts have been arrived at independently and without consultation, communication, or agreement with any other respondent or potential respondent; neither the prices nor amounts, actual or approximate, have been disclosed to any respondent or potential respondent, and they will not be disclosed before the solicitation opening. 6. The respondent has fully informed Brevard Workforce in writing of all convictions of the firm, its affiliates (as defined in section (1)(a) of the Florida Statutes), and all directors, officers, and employees of the firm and its affiliates for violation of state or federal antitrust laws with respect to a public contract for violation of any state or federal law involving fraud, bribery, collusion, conspiracy or material misrepresentation with respect to a public contract. This includes disclosure of the names of current employees who were convicted of contract crimes while in the employ of another company. A. The respondent understands that a public entity crime as defined in Paragraph (1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including, but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. B. The respondent understands that convicted or conviction as defined in Paragraph (1)(b), Florida Statutes, means a finding or guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non-jury trial, or entry of a plea of guilty or nolo contendere. C. The respondent understands that an affiliate as defined in Paragraph (1)(a), Florida Statutes, means: 1. A predecessor or successor of a person convicted of a public entity crime; or 2. An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term affiliate includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm s length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a Page 40 of 49

41 public entity crime in Florida during the preceding 36 months shall be considered an affiliate. D. The respondent understands that a person as defined in Paragraph (1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity. The term person includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. E. Based on information and belief, the applicable statement which I have marked below is true in relation to the entity submitting this sworn statement. (Initial one) Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity, has been charged with and convicted of a public entity crime subsequent to July 1, The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity, has been charged with and convicted of a public entity crime subsequent to July 1, However, there has been a subsequent proceeding before a hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. Attached is a copy of the final order. 7. The respondent has read and understands the terms and conditions, and the submission is made in conformance with those terms and conditions. 8. If an award is made to the respondent, the respondent agrees that it intends to be legally bound to the Contract that is formed with Brevard Workforce. 9. The respondent has made a diligent inquiry of its employees and agents responsible for preparing, approving, or submitting the response, and has been advised by each of them that he or she has not participated in any communication, consultation, discussion, agreement, collusion, act or other conduct inconsistent with any of the statements and representations made in the response. Page 41 of 49

42 10. The respondent shall indemnify, defend, and hold harmless Brevard Workforce and its employees against any cost, damage, or expense which may be incurred or be caused by any error in the respondent s preparation of its bid. 11. All information provided by, and representations made by, the respondent are material and important and will be relied upon by Brevard Workforce in awarding the Contract. Any misstatement shall be treated as fraudulent concealment from Brevard Workforce of the true facts relating to submission of the bid. 12. CERTIFICATION OF DRUG-FREE WORKPLACE. As required by the Drug-Free Workplace Act of 1988, the respondent represents as part of its offer that it will or will continue to provide a drug-free workplace by complying fully with the following requirements: A. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. B. Inform employees about the dangers of drug abuse in the workplace, the business s policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. C. Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in subsection A. D. In the statement specified in subsection A, notify the employees that as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893, F.S., or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. E. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee s community, by any employee who is so convicted. F. Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section. Complete appropriate boxes: 13. SMALL BUSINESS REPRESENTATION. The respondent represents as part of its offer that it: Page 42 of 49

43 [ ] is, [ ] is not a small business concern. [ ] is, [ ] is not, a small disadvantaged business concern [ ] is, [ ] is not a women-owned small business concern. [ ] is, [ ] is not a veteran-owned small business concern [ ] is, [ ] is not a service-disabled veteran-owned small business concern. 14. PREVIOUS CONTRACTS AND COMPLIANCE REPORTS. The respondent represents as part of its offer that it: [ ] has, [ ] has not participated in a previous contract or subcontract subject either to the Equal Opportunity clause of this solicitation; [ ] has, [ ] has not filed all required compliance reports 15. CONFLICT OF INTEREST CERTIFICATION. Except for the possible exceptions noted below, respondent certifies that it and its principals, owners, and employees have no interest, direct or indirect, which could conflict in any manner or degree with the performance or provisions of these goods and/or services to the Brevard Workforce Development Board, Inc. Disclosure of Possible Conflict of Interest The principals* and owners** of the firm: [ ] Have, [ ] do not have a relative who is a Member of the Board of Directors of Brevard Workforce. If applicable the relative s name is. The relationship of the relative to the principle and/or owner of the firm is. There [ ] is, [ ] is not a principal or owner who is a Member of the Board of Directors of Brevard Workforce. If applicable, the principal s or owner s name is. There [ ] is, [ ] is not a principal or owner who is an employee of Brevard Workforce. If applicable, the principal s or owner s name is. * Principal means an owner or high level management employee with decisionmaking authority. ** Owner means a person having any ownership interest in the firm. 16. CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (a) The definitions and prohibitions contained in the clause, at FAR , Limitation on Payments to Influence Certain Federal Transactions, included in this solicitation, are hereby incorporated by reference in paragraph (b) of this certification. Page 43 of 49

44 (b) The Respondent, by signing its offer, hereby certifies to the best of his or her knowledge and belief that on or after December 23, 1989, (1) No Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress on his or her behalf in connection with the awarding of a contract; (2) If any funds other than Federal appropriated funds (including profit or fee received under a covered Federal transaction) have been paid, or will be paid, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress on his or her behalf in connection with this solicitation, the Offeror shall complete and submit, with its offer, OMB standard form LLL, Disclosure of Lobbying Activities, to the Contracting Officer; and (3) He or she will include the language of this certification in all subcontract awards at any tier and require that all recipients of subcontract awards in excess of $100,000 shall certify and disclose accordingly. (c) Submission of this certification and disclosure is a prerequisite for making or entering into this contract imposed by section 1352, title 31, United States Code. Any person who makes an expenditure prohibited under this provision or who fails to file or amend the disclosure form to be filed or amended by this provision, shall be subject to a civil penalty of not less than $10,000, and not more than $100,000, for each such failure. 17. CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND OTHER RESPONSIBILITY MATTERS PRIMARY COVERED TRANSACTIONS As required by Executive Order 12549, Debarment and Suspension and implemented at 29 CFR Part 98 for prospective participants in primary covered transactions (1) The prospective primary participant certifies to the best of its knowledge and belief that it and its principals: (a) are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency, (b) have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, Page 44 of 49

45 bribery, falsification or destruction of records, making false statements, or receiving stolen property; (c) are not presently indicted for or otherwise criminally or civilly charged by a government entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and (d) have not within a three-year period preceding this proposal had one or more public transactions (Federal, State, or local) terminated for cause or default. I UNDERSTAND THAT THE SUBMISSION OF THESE REPRESENTATIONS AND CERTIFICATIONS TO THE CONTRACTING OFFICER FOR BREVARD WORKFORCE DEVELOPMENT BOARD, INC. IS FOR THAT PUBLIC ENTITY ONLY AND, THAT THESE REPRESENTATIONS AND CERTIFICATIONS ARE VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED, OR THROUGH THE END OF THE CONTRACT FOR WHICH IT IS BEING SIGNED. I ALSO UNDERSTAND THAT I AM REQUIRED TO TIMELY INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT OF ANY CHANGE IN THE INFORMATION CONTAINED IN THESE REPRESENTATIONS AND CERTIFICATIONS. FOR: Respondent/Company Name Printed Name and Title of Authorized Representative Signature of Authorized Representative Date STATE OF COUNTY OF PERSONALLY APPEARED BEFORE ME, the undersigned authority, who, after first sworn by me, affixed his/her signature in the space provided above on this day of, 2 NOTARY PUBLIC My commission expires: Page 45 of 49

46 ATTACHMENTS A. Cover Sheet B. Past Performance C. Budget [.pdf included under resources] [fillable form available as a separate attachment on our website ] Page 46 of 49

47 Cover Sheet Attachment A BUSINESS NAME OF RESPONDENT: BUSINESS ADDRESS: Phone: ( ) Fax: ( ) Years in Business: Years providing operational management of one-stop career center: DUNS Number: Name, title and contact information of person authorized to answer any questions about the proposal, negotiate the contract terms and contractually bind the respondent: Name and Title: Phone: ( ) Fax: ( ) I do hereby certify that this proposal is submitted in accordance with the provisions and conditions outlined RFP BW , that this firm, acknowledges and accepts the terms and conditions of this RFP by tendering an offer to BW; that all the information is complete and accurate, and that this proposal represents a firm and fixed offer to provide the requested services. This offer shall remain valid for a minimum of 90 days. I also certify that the fees in the proposal have been arrived at independently, without consultation, communication, or agreement with any other bidder or with any other competitor for the purpose of restricting competition, as to any matter relating to such fees; and no attempt has been made or will be made by the bidder to induce any other person or organization to submit or not submit a proposal for the purpose of limiting or restricting competition. I further certify that this organization can and will provide and make available, at a minimum, all services described in the proposal. Signature of Authorized Representative Date Printed Name and Title Page 47 of 49

48 PAST PERFORMANCE Attachment B Respondent: Describe your past performance managing federally-funded workforce development programs, or comparable experience by completing the following: Contract/Project Title (e.g. One- stop operator for Florida Region 13 Workforce Investment Board): Buyer and Contact Information (include funding organization name/address, primary POC name/title, POC telephone, and address). Funding Source(s) (e.g. WIA, NEG, etc.): Contract Type (e.g. - fixed price, ID/IQ, cost plus fixed fee, etc.): Brief Summary of Project: Funding Amount: Period of Performance: Primary Contractual Performance Criteria: Verifiable Performance Outcomes Achieved: Please be brief and to the point. We do not expect a list of all performance criteria include only the key points that you have determined to best relate to the requirements of this RFP. A maximum of 1 page per project and a maximum of 3 projects is allowed. The inclusion of any Florida-based projects/contracts is recommended. Page 48 of 49

49 RESOURCES [click on the red & white portfolio below then right-click the file you want to view] Page 49 of 49

CareerSource Brevard

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